Kofax Process Director 7.9 Configuration Guide

PROCESS DIRECTOR 7.3

Advanced Configuration

Guide

September 2016 – ReadSoft AB

The contents of this document are subject to change without notice.

Questions or comments about this document may be emailed to documentation@readsoft.com.

02092016.1241

info@readsoft.com | www.readsoft.com

Contents

Introduction ........................................................................................ 4

About this guide ........................................................................................................ 4

Typographical conventions ....................................................................................... 4

Advanced configuration tasks ................................................................ 5

Working with projects ............................................................................................... 5

Configuring an umbrella system ............................................................................... 11

Customizing the SAP GUI detail screen ..................................................................... 15

Customizing menus and buttons ............................................................................... 17

Developing user exits/BAdIs .................................................................................... 22

Creating custom rules ............................................................................................... 27

Defining document statuses ...................................................................................... 32

Configuring popups ................................................................................................. 33

Creating custom process types ................................................................................. 35

Integrating with SAP Business Workflow ................................................................... 45

Index ................................................................................................ 59

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 3 of 60

Introduction

About this guide

This guide is intended for implementation consultants who are installing and configuring the

SAP/ABAP component of PROCESS DIRECTOR.

The guide describes advanced configuration tasks, such as developing BAdIs and creating

custom rules.

For further information, refer to the following guides:

 Importing PROCESS DIRECTOR into SAP

 PROCESS DIRECTOR SAP Configuration Guide

 PROCESS DIRECTOR Reference Guide

 PROCESS DIRECTOR Troubleshooting Guide

Typographical conventions

The following typographical conventions are used:

 Menu names, commands, and dialog names appear in bold.

 Names of keys on your keyboard appear in SMALL CAPITAL LETTERS.

 Names of files, folders, and settings appear in Courier font.

 SAP transaction codes and program names appear in ARIAL MONOSPACE.

 Variables that have to be replaced by an actual value are italicized or appear in <>.

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 4 of 60

Advanced configuration tasks

This chapter describes advanced configuration tasks that should only be performed by

experienced users.

 Working with projects

 Configuring an umbrella system

 Customizing the SAP GUI detail screen

 Customizing menus and buttons

 Developing user exits/BAdIs

 Creating custom rules

 Defining document statuses

 Configuring popups

 Creating custom process types

 Integrating with SAP Business Workflow

Working with projects

Projects give you a way to test your configurations in a sandbox, without interfering with the

production configuration. The entire project configuration is stored independently from the

standard configuration, so that changes to a project configuration do not affect the standard

configuration and vice versa.

Note: Projects are intended for use in ReadSoft systems only. Projects cannot be used in

production clients.

You can copy a project by downloading the project configuration to an XML file and then

uploading it to another project. You can also compare two project configurations, irrespective

of whether these are stored in the system or in XML files.

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Creating projects

For SAP GUI

1. Go to /EBY/PDBO_VPRJC (expert IMG > Change system settings > Project > Define

projects) and add a new project for your configuration tests.

2. Select the SAP GUI menu item System > User Profile > Own Data and then click the

Parameters tab.

3. Add the parameter ID /EBY/PDBO_PROJECT to the table and set it to the project ID you

wish to use.

Important: The project ID is case-sensitive.

4. Save your changes.

For the Web Application

Normally, project configurations are not available in the Web Application. However, if

necessary, you can use this workaround:

1. Create a new RFC user.

2. Add the project parameter ID to the user profile of this RFC user and set the parameter to

your project ID.

3. In the saplogon.properties file, configure a new connection to the SAP system and

specify the user name and password of your RFC user in this connection. For example:

MYPROJECT.activate = yes

MYPROJECT.client = 800

MYPROJECT.user = MYRFC

MYPROJECT.passwd = myrfcuser

MYPROJECT.lang = EN

MYPROJECT.ashost = s47.r3.ebydos.local

MYPROJECT.sysnr = 0

MYPROJECT.maxconnections = 10

Copying and comparing projects

1. Go to /EBY/PDBO_CONF_DUMP, or run the program /EBY/PDBO_CONFIG_DUMP in SAP

transaction SE38.

2. In the Task to perform area, select whether you want download a configuration to an

XML file, upload from an XML file, or compare one configuration with another.

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3. The Set of tables option enables you to define which tables should be processed

(customizing and system tables) during upload, download and comparison.

Note: Uploading a Worklist configuration to a project in which the Worklist has

already been configured is not recommended.

4. Enter the required parameters in the appropriate section and click the Execute button .

Note: After uploading a configuration, you need to generate the Worklist.

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 7 of 60

/EBY/PDBO_CONFIG_DUMP settings

Task to perform

Select whether you want download a configuration to an XML file, upload from an XML file,

or compare one configuration with another.

In the Set of tables field you can specify which tables should be processed (customizing and

system tables) during upload, download and comparison.

Variant

Description

CUS&EPD_FLDCAT

Exclude the field catalog from comparison

CUS&EPD_MENU

Exclude the menu entries from comparison

CUS&EPD_WRKLST

Exclude the Worklist entries from download

CUS&IPD_WRKLST

Download only the Worklist entries

CUS&I_COCKPIT

Download only PROCESS DIRECTOR Accounts Payable tables

Download XML file

Setting

Description

To file

Name of the XML file in which the configuration will be stored.

Of document type

The document type to be downloaded. It includes independent tables of

all the document types. When a table is document dependent:

It contains all the entries where OBJ is empty.

It contains all the entries where OBJ is equal to that specified on the

selection screen.

From project

Project containing the configuration that will be stored.

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 8 of 60

Setting

Description

Include system

tables

Activate this option to include not only customized tables but also

standard PROCESS DIRECTOR system tables in the downloaded XML

file.

This can be useful, for example, to check whether data in system tables

has changed, or whether there are differences in configuration between

two systems. Use the Compare function to compare system tables.

Upload XML file

Only data from customized tables is uploaded. If system tables were included when the

configuration was downloaded to XML, the data from these tables will not be uploaded.

Note: Uploading a Worklist configuration to a project in which the Worklist has already

been configured is not recommended.

Setting

Description

Request/Task

Name of a customizing request. All uploaded data is included in this

request, which can then be released and transported to another system.

From file

Name of the XML file from which the configuration will be uploaded.

To project

Name of the project to which the configuration will be uploaded.

Remove before

upload

Activate this option to remove existing entries in any PD or PDAP

customizing table stored in the uploaded file.

As it is possible to selectively download and upload parts of the

configuration, only entries in those tables that are available in the XML

file are removed before the upload; other tables remain untouched. You

can also download and upload PROCESS DIRECTOR Accounts Payable

tables.

If you deactivate this option:

 Entries that are present in the system database, but not in the XML

file, are retained.

 Entries that are present in the XML file, but not in the system, are

added to the database.

 Entries in the XML file overwrite identical entries in the database.

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 9 of 60

Compare

Setting

Description

Ignore field

'project'

Activate this option to exclude the project ID from the comparison

(recommended).

If this option is deactivated, the compared project configurations are

considered to be different even if they are identical apart from the

project ID.

Include system

tables

Activate this option to include system tables as well as customized

tables in the comparison.

If you are comparing XML files, the system tables must have been

included when the configuration was downloaded to the XML file (see

Include system tables).

Element 1,

Element 2

Select the elements that you want to compare. For example, to

compare a stored XML file with a project configuration in the system:

In the Element 1 section, select Local file and enter the file path and

name.

In the Element 2 section, select Customizing on server and select a

project.

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 10 of 60

When you compare configurations, the differences are displayed in the ABAP Splitscreen

Editor. See the SAP ABAP documentation for information on working with this editor.

Configuring an umbrella system

An umbrella system enables you to provide a single user interface to display documents from

multiple systems. Currently the PROCESS DIRECTOR umbrella solution supports multiple

SAP systems that have PROCESS DIRECTOR/PROCESS DIRECTOR Accounts Payable

installed. The umbrella solution is currently only available in the SAP GUI and only for

Accounts Payable documents.

Minimum requirements

Umbrella system: PROCESS DIRECTOR 7.3 or PROCESS DIRECTOR Accounts Payable

3.2

Remote systems: PROCESS DIRECTOR 7.2 Service Pack 2 or PROCESS DIRECTOR

Accounts Payable 3.2

RFC user

In the umbrella system you need an RFC user with a role containing the authorization object

S_RFC. Add the following settings to the role authorizations.

Setting

Description

Activity

16 (Execute)

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Setting

Description

Name of RFC

Add the following RFC function groups:

 /EBY/PDUM_RFC

 /EBY/ICIV_UM_RFC

 /EBY/ICWC_UM_RFC

 /EBY/PDUM_WC_RFC

Type of RFC object

FUGR (Function group)

RFC destinations

In the umbrella system in SM59 you must set up an RFC destination for each remote system

that will be accessed by the umbrella system. Unless you are using trusted RFCs, it is

recommended that you create two RFC destinations per system:

 A destination for "background" processing to enable users to view documents of this

system in the umbrella system. Access is via the umbrella RFC user.

 A destination for "online/dialog" processing with the Current User flag set. Transactional

processing such as jumping to a document or posting a document should be performed by

real users, not the RFC user. Setting this flag will force users to log on with their own

credentials in order to process the document. They only need to log on to a remote system

once per session to process documents of that system.

Procedure

1. Make sure the prerequisites are fulfilled.

2. Go to /EBY/PDUM_VSYSC (Expert IMG > Change system settings > Umbrella Solution >

Umbrella source systems).

3. In change mode , click .

4. Enter a system ID for the remote system whose documents should be available in the

umbrella system and a corresponding background RFC destination. We recommend using

trusted RFCs so that users do not have to log on when accessing remote systems. See the

SAP documentation for information on trusted RFCs.

Tip: You can click the button to view and edit the RFC destination.

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 12 of 60

5. (Optional, only if not using trusted RFCs) Enter a dialog/online RFC destination. This will

force users to log on to process documents. Within a session, log on is only necessary for

the first processing action for that system.

6. Repeat steps 3 to 5 for each remote system that should be available in the umbrella

system.

7. Save your changes.

8. Run the /EBY/ICIV_DOC_SYNCHRONIZE program for each remote system to make the

documents available in the umbrella system.

After the initial import of existing documents, you can create and schedule variants for each

remote system and use a dynamic document date to import new documents from the remote

system. For example, schedule the program to run in the early hours of the morning and set

the document date to the current date -1 using the variant selection variables. This will bring

all documents created on the previous day into the umbrella system.

Configuring remote function modules

The default system settings for the umbrella solution specify which function modules force

the user to log on in order to process a document. For example, in order to display the invoice

or the PO document, the user must log on. Within a session, log on is only necessary for the

first processing action for that system.

Important: Do not make changes in the default system settings.

You can override the default system settings for the dialog remote function modules.

For example, if you do not want to force log on for displaying the workflow status, add the

/EBY/ICIV_UM_RFC_WC_STATUS_DIS function module and check the Repl./Rem. option.

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 13 of 60

You can add any function modules from the following function groups:

 /EBY/PDUM_RFC

 /EBY/ICIV_UM_RFC

 /EBY/ICWC_UM_RFC

 /EBY/PDUM_WC_RFC

To configure remote function modules:

1. Go to /EBY/PDUM_VFMDC (Expert IMG > Change system settings > Umbrella Solution >

Dialog Remote Function Modules).

2. In change mode , click .

3. Enter the remote system ID or leave blank if the setting should apply for all remote

systems.

4. Enter the function module name.

5. To disable a default function module setting, check Repl./Rem.

6. Save your changes.

Mapping workflow descriptions

Workflows may have different descriptions in different systems, making it difficult for the

processor to decide which workflow to choose. You can therefore map the workflow

descriptions of the remote systems to a unified workflow description in the umbrella system.

The unified workflow description is only displayed on workflow start (and not, for example,

when forwarding a workflow step).

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 14 of 60

1. Go to /EBY/PDUM_VWCMC (Expert IMG > Change system settings > Umbrella Solution >

Workflow description mapping).

2. Enter the system ID of the remote system and the workflow ID of the remote system

workflow.

3. Enter the unified description in the Workflow description field.

4. Repeat steps 2 and 3 for all remote workflow IDs that should be mapped to this unified

workflow description.

5. Save your changes.

Customizing the SAP GUI detail screen

You can customize the SAP GUI detail screen in the following ways:

Configure a runtime generated tab or static tabs

Configure a background screen to change the space available for the tab pages

Configuring static tabs for the SAP GUI

You can customize the tabs in the SAP GUI document detail screen. For example, you can

replace or hide the standard tabs or add your own customized tabs. Customized tabs can be

statically defined or generated dynamically at runtime.

Note: You can only create one custom runtime generated tab. You can create up to 12

statically defined tabs.

To create statically defined tabs, you can use an existing screen from the standard function

group or you can define a static detail screen in a customer function group. To define a screen

in a customer function group, you must also define a customer handler class.

1. Create a customer function group by copying the standard function group in SE80. The

standard function group will be called /EBY/SAPLPDxx_VIEW_SCREENS,

EBY/PDXX_DETAILSCREEN, or similar and will be contained in the /EBY/PDXX/VIEW

package (where ‘XX’ stands for the document object type).

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2. Create a screen in the newly created function group and add the necessary fields.

3. Rename the handler function module called /EBY/PDXX_VIEW_SET_HANDLER,

/EBY/PDXX_DETAILSCREEN, or similar, in the newly created function group to a customer

name.

4. Redefine the /EBY/CL_PDVI_DETAIL_SUBSC class or, preferably, the existing detail screen

handler class (which inherits from /EBY/CL_PDVI_DETAIL_SUBSC) for the document

object type, for example, /EBY/CL_PDPO_DETAIL_SUBSC.

5. Put the renamed function module from step 3 in the redefined

/EBY/IF_PDVI_DETAILSCR_HANDLER~SET_HANDLER method of the class from step 4.

6. Enter the customer function group and handler class in the detail screen tab configuration

in transaction /EBY/PDVI_VDSTC (/EBY/PDVI_CDSTC table).

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 16 of 60

Configuring the SAP GUI background screen

The SAP GUI "background screen" determines the amount of space available for the tab

pages in the header data area.

You can increase or reduce the space available by selecting from pre-defined screen layouts.

To configure the background screen:

1. Go to /EBY/PDVI_VDBSC (Expert IMG > Change system settings > Presentation and

interface > SAP GUI detail screen > Background detail screen).

2. In change mode , click .

3. Enter the program name /EBY/SAPLPDVI_SCREEN.

4. Use search help to select a layout for the screen with tabs and the screen without tabs.

5. Save your changes.

Customizing menus and buttons

You can customize the menus items and buttons that are available in the SAP GUI and the

buttons that are available on the Actions bar in the Web Application.

Customizing action buttons in the Web Application

You can customize the actions (that is, the buttons) that are available in the Web Application.

For example, you can add or remove buttons, and change the label, icon, tooltip and position

of the buttons on the Actions bar.

Note: These settings determine the general availability of an action button. You can also

exclude actions for a specific document status, for workflows in general, or for a specific

workflow step.

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 17 of 60

Tip: You can also create custom buttons for the Web Application that connect to an

external web server instead of a PROCESS DIRECTOR action. See the PROCESS

DIRECTOR Web Application Configuration Guide for details.

To customize actions:

1. Go to /EBY/PDWA_CACTC (Expert IMG > Change system settings > Web Application >

Available actions).

2. In change mode , click .

3. Enter the settings for the action.

4. Save your changes.

Examples

Add an action button

This example adds the Reject document button to the Web Application Actions bar for

Customer Orders in the document overview list.

Remove an action button

This example removes the Post button from the Web Application Actions bar for Requisitions

in the document detail view. Note that you must check the Repl./Rem. option to override the

standard system setting for this button.

Change label, tooltip and icon

This example changes the button label, icon and tooltip text for the workflow recall button in

the document overview list and the document detail view. Since the Object field is blank, it

applies for all process types.

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 18 of 60

Before

After

Change position

This example positions the Status button between the Start and Approve buttons on the

Actions bar in the document overview list. Since the Object field is blank, it applies for all

process types.

First, check in Default system settings > Web Application > Available actions the standard

position (in the Order field) of the buttons Start and Approve. Do not make changes here!

For the Status button, we therefore have to assign an Order value between 40 and 50 in

Change system settings > Web Application > Available actions.

Before

After

Available actions for Web Application settings

/EBY/PDWA_CACTC

Change system settings > Web Application > Available actions

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 19 of 60

Setting

Description

Object

Process type to which the setting applies. Left blank, the setting applies to all

process types.

Component

Area of the GUI to which the setting applies.

Edit mode

Editing mode to which the setting applies.

Action

Action to which the setting applies.

Description

Text displayed on the button.

Tooltip

Tooltip displayed when the mouse hovers over the button.

Icon

Icon displayed on the button.

Icon name

SAP icon name (automatically entered).

Repl./Rem.

Select to override the standard system setting for this action (that is, to remove

the action button).

Order

Position in which the button will appear on the Actions bar.

Customizing buttons in the SAP GUI

You can customize the buttons that are available on the PROCESS DIRECTOR SAP GUI

Application toolbar. For example, you can add or remove buttons and change the label, icon,

tooltip and position of the buttons.

PROCESS DIRECTOR provides a standard toolbar configuration for each standard process

type. Not all available buttons are displayed for all process types by default. For example, the

standard buttons Create and Copy are not displayed by default for Customer Orders. If you

want users to be able to create and copy Customer Orders, you must add these buttons to the

custom toolbar. You can also add custom buttons, that is, buttons for functions that are not

available by default.

First, you will need to find the appropriate function codes for the button that you want to

change in the standard menu structure:

PROCESS DIRECTOR 7.3 Advanced Configuration Guide | page 20 of 60

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Kofax Process Director 7.9 Configuration Guide

Kofax Process Director 7.9 Configuration Guide

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